Vertiv
About: Vertiv has roots tracing back to 1946 when its founder, Ralph Liebert, developed an air-cooling system for mainframe data rooms. As computers started making their way into commercial applications in 1965, Liebert developed one of the first computer room air conditioning, or CRAC, units, enabling the precise control of temperature and humidity. The firm has slowly expanded its data center portfolio through internal product development and the acquisition of thermal and power management products like condensers, busways, and switches. Vertiv has global operations today; its products can be found in data centers in most regions throughout the world.
Employees: 31,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
217% more first-time investments, than exits
New positions opened: 282 | Existing positions closed: 89
24% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.4B
21% more repeat investments, than reductions
Existing positions increased: 441 | Existing positions reduced: 365
17% more funds holding
Funds holding: 1,000 [Q3] → 1,171 (+171) [Q4]
17% more capital invested
Capital invested by funds: $31.4B [Q3] → $36.7B (+$5.31B) [Q4]
1.31% less ownership
Funds ownership: 83.98% [Q3] → 82.67% (-1.31%) [Q4]
18% less funds holding in top 10
Funds holding in top 10: 55 [Q3] → 45 (-10) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Andrew Kaplowitz 5% 1-year accuracy 4 / 83 met price target | 26%upside $98 | Buy Maintained | 14 Apr 2025 |
Goldman Sachs Mark Delaney 30% 1-year accuracy 11 / 37 met price target | 9%upside $85 | Buy Maintained | 10 Apr 2025 |
JP Morgan Stephen Tusa 36% 1-year accuracy 13 / 36 met price target | 28%upside $100 | Overweight Maintained | 8 Apr 2025 |
Barclays Julian Mitchell 27% 1-year accuracy 34 / 126 met price target | 15%upside $90 | Equal-Weight Maintained | 4 Apr 2025 |
RBC Capital Deane Dray 22% 1-year accuracy 12 / 54 met price target | 55%upside $121 | Outperform Initiated | 7 Mar 2025 |
Financial journalist opinion
Based on 33 articles about VRT published over the past 30 days









